-3.1%
KHC vs WELL
+42.4%
-45.5%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.1% | -0.2% | -1.8% |
| 7D | -3.3% | -0.8% | -2.5% | -3.2% |
| 30D | -3.4% | -0.1% | -3.3% | -3.4% |
| 3M | +12.6% | +18.0% | -5.4% | +9.2% |
| 6M | +7.0% | +15.0% | -8.0% | +4.2% |
| YTD | +6.1% | +28.6% | -22.5% | +0.8% |
| 1Y | -3.1% | +42.9% | -46.0% | -10.2% |
| All | -3.1% | +42.4% | -45.5% | -10.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WELL.
Daily Out/Under-Performance
Portfolio return minus WELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WELL return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded WELL wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling